Southern First Bancshares Inc
SFST- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001090009
In the last 90 days, Southern First Bancshares Inc insiders filed 1 open-market purchase and 8 sales; 165 institutions reported holding it in 13F filings for Q2 2026, worth $522.1M in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Southern First Bancshares Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 91
- 0 vs. Q4 2023
- Shares held
- 6.33M
- +42.7K (+0.7%) vs. Q4 2023
- Total value
- $201.1M
- −$32.3M (−13.9%) vs. Q4 2023
- New holders
- 10
- 25 more added
- Sold out
- 10
- 32 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SFST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 165 | $522.1M |
| Q1 2026 | 149 | $372.8M |
| Q4 2025 | 129 | $343.2M |
| Q3 2025 | 116 | $288.6M |
| Q2 2025 | 102 | $245.7M |
| Q1 2025 | 97 | $210.9M |
| Q4 2024 | 94 | $257.5M |
| Q3 2024 | 101 | $216.3M |
| Q2 2024 | 95 | $184.1M |
| Q1 2024 | 91 | $201.1M |
| Q4 2023 | 92 | $235.2M |
| Q3 2023 | 87 | $168.9M |
| Q2 2023 | 82 | $157.3M |
| Q1 2023 | 90 | $191.6M |
| Q4 2022 | 100 | $291.4M |
| Q3 2022 | 100 | $263.3M |
| Q2 2022 | 103 | $275.2M |
| Q1 2022 | 107 | $320.2M |
| Q4 2021 | 102 | $396.5M |
| Q3 2021 | 94 | $333.9M |
| Q2 2021 | 91 | $317.6M |
| Q1 2021 | 97 | $288.9M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $31 | 0.00% | +1 | New |
| Nisa Investment Advisors, LLC | 27 | $858 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 43 | $1.00K | 0.00% | +2+4.9% | Added |
| EverSource Wealth Advisors, LLC | 52 | $1.34K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 67 | $2.13K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $3.05K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 97 | $3.08K | 0.00% | −394−80.2% | Reduced |
| Carolinas Wealth Consulting LLC | 118 | $3.75K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 218 | $6.92K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 259 | $8.00K | 0.00% | −443−63.1% | Reduced |
| Metropolitan Life Insurance Co | 476 | $15.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 558 | $17.7K | 0.01% | +558 | New |
| Legal & General Group Plc | 560 | $17.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 608 | $19.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $19.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 690 | $21.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 772 | $24.5K | 0.00% | −491−38.9% | Reduced |
| South State Corp. | 804 | $25.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,204 | $38.2K | 0.00% | +69+6.1% | Added |
| Citigroup Inc | 1,440 | $45.7K | 0.00% | +349+32.0% | Added |
| Signaturefd, LLC | 1,904 | $60.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,764 | $87.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,780 | $88.3K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,448 | $109.5K | 0.00% | −149−4.1% | Reduced |
| MetLife Investment Management | 3,760 | $119.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,782 | $120.1K | 0.00% | −33−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 3,921 | $124.5K | 0.00% | +1,895+93.5% | Added |
| Colonial Trust Advisors | 4,573 | $145.2K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,238 | $166.3K | 0.00% | +674+14.8% | Added |
| Bank of America Corp | 5,299 | $168.3K | 0.00% | −10,381−66.2% | Reduced |
| Deutsche Bank AG | 5,598 | $177.8K | 0.00% | −513−8.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,896 | $187.3K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 6,509 | $206.7K | 0.00% | +6,509 | New |
| Trexquant Investment LP | 6,534 | $207.5K | 0.00% | +6,534 | New |
| Two Sigma Advisers, LP | 6,900 | $219.1K | 0.00% | −500−6.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 8,369 | $225.3K | 0.02% | +8,369 | New |
| Mendon Capital Advisors Corp | 7,617 | $241.9K | 0.14% | −82−1.1% | Reduced |
| ELCO Management Co., LLC | 7,617 | $241.9K | 0.15% | −82−1.1% | Reduced |
| UBS Group AG | 7,918 | $251.5K | 0.00% | −904−10.2% | Reduced |
| State of Wisconsin Investment Board | 10,500 | $333.5K | 0.00% | −4,900−31.8% | Reduced |
| De Lisle Partners LLP | 10,891 | $345.3K | 0.08% | +10,891 | New |
| Gsa Capital Partners LLP | 10,956 | $348.0K | 0.03% | −9,165−45.5% | Reduced |
| Rhumbline Advisers | 11,651 | $370.0K | 0.00% | +265+2.3% | Added |
| Godsey & Gibb Associates | 12,260 | $389.4K | 0.04% | −600−4.7% | Reduced |
| Quadrature Capital Ltd | 12,434 | $393.7K | 0.01% | +12,434 | New |
| GWM Advisors LLC | 12,405 | $394.0K | 0.00% | −475−3.7% | Reduced |
| Citadel Advisors LLC | 12,435 | $394.9K | 0.00% | +12,435 | New |
| Empowered Funds, LLC | 12,860 | $408.4K | 0.01% | +875+7.3% | Added |
| JPMorgan Chase & Co | 14,641 | $465.0K | 0.00% | +6,727+85.0% | Added |
| Sheets Smith Wealth Management | 14,701 | $466.9K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 15,600 | $495.0K | 0.00% | −600−3.7% | Reduced |
| Millennium Management LLC | 16,382 | $520.3K | 0.00% | +16,382 | New |
| Cornercap Investment Counsel Inc | 16,645 | $528.6K | 0.08% | +16,645 | New |
| Kennedy Capital Management, Inc. | 17,094 | $542.9K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 18,714 | $594.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 20,163 | $640.4K | 0.00% | −6,684−24.9% | Reduced |
| Charles Schwab Investment Management Inc | 20,510 | $651.4K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 22,557 | $716.4K | 0.00% | −149−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 24,000 | $762.2K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,443 | $808.1K | 0.01% | +16,400+181.4% | Added |
| Assenagon Asset Management S.A. | 27,475 | $872.6K | 0.00% | −204−0.7% | Reduced |
| Bank of New York Mellon Corp | 29,709 | $943.6K | 0.00% | −618−2.0% | Reduced |
| Abacus Planning Group, Inc. | 31,826 | $1.01M | 0.20% | −28−0.1% | Reduced |
| Royal Bank of Canada | 33,559 | $1.06M | 0.00% | −2,112−5.9% | Reduced |
| Goldman Sachs Group Inc | 33,657 | $1.07M | 0.00% | −5,791−14.7% | Reduced |
| Invesco Ltd. | 33,867 | $1.08M | 0.00% | +20,941+162.0% | Added |
| PMC FIG Opportunities LLC | 34,000 | $1.08M | 1.62% | +1,000+3.0% | Added |
| Teton Advisors, Inc. | 37,500 | $1.19M | 0.42% | −500−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 39,898 | $1.27M | 0.03% | +875+2.2% | Added |
| Acadian Asset Management LLC | 54,457 | $1.73M | 0.01% | +14,545+36.4% | Added |
| Morgan Stanley | 58,614 | $1.86M | 0.00% | −1,698−2.8% | Reduced |
| Boothbay Fund Management, LLC | 60,000 | $1.91M | 0.06% | −30,621−33.8% | Reduced |
| Russell Investments Group, Ltd. | 61,800 | $1.96M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 72,939 | $2.32M | 0.01% | −1,865−2.5% | Reduced |
| Northern Trust Corp | 80,213 | $2.55M | 0.00% | +1,186+1.5% | Added |
| American Century Companies Inc | 82,640 | $2.62M | 0.00% | +14,625+21.5% | Added |
| Renaissance Technologies LLC | 84,507 | $2.68M | 0.00% | +4,000+5.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 90,884 | $2.89M | 0.01% | −4,310−4.5% | Reduced |
| Wellington Management Group LLP | 108,636 | $3.45M | 0.00% | −42,800−28.3% | Reduced |
| Alliancebernstein L.P. | 134,335 | $4.27M | 0.00% | +280+0.2% | Added |
| SeaCrest Wealth Management, LLC | 139,310 | $4.42M | 0.54% | +1,730+1.3% | Added |
| State Street Corp | 156,182 | $4.96M | 0.00% | +6,082+4.1% | Added |
| Geode Capital Management, LLC | 160,635 | $5.10M | 0.00% | +6,255+4.1% | Added |
| Ameriprise Financial Inc | 272,628 | $8.66M | 0.00% | +17,036+6.7% | Added |
| Dimensional Fund Advisors LP | 312,863 | $9.94M | 0.00% | +25,076+8.7% | Added |
| Banc Funds Co LLC | 399,213 | $12.7M | 1.43% | −19,360−4.6% | Reduced |
| Vanguard Group Inc | 413,259 | $13.1M | 0.00% | +16,012+4.0% | Added |
| Endeavour Capital Advisors Inc | 523,467 | $16.6M | 5.75% | +62,592+13.6% | Added |
| T. Rowe Price Investment Management, Inc. | 755,663 | $24.0M | 0.01% | −43,036−5.4% | Reduced |
| BlackRock Inc. | 759,984 | $24.1M | 0.00% | −34,275−4.3% | Reduced |
| FJ Capital Management LLC | 807,223 | $25.6M | 2.61% | +16,214+2.0% | Added |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −17,330−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −14,845−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,189−100.0% | Sold out |
| Salzhauer Michael | 0 | $0 | 0.00% | −5,660−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −5,631−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,232−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −13−100.0% | Sold out |